9AT: WRIGHT PRIVATE ASSET MANAGEMENT LLC

Adviser Profile

As of Date	05/11/2026
Registration	SEC, Approved, 02/15/2006
ADV Location	SHELTON, CT, United States
Contact Info	203 xxxxxxx
Websites

AUM^*	74,119,261 21%
of that, discretionary	71,760,489 23%
Number of Employees	23 28%
of those in investment advisory functions	10 43%
Private Fund GAV^*	0
Avg Account Size	1,001,612 44%
% High Net Worth	36.36% 55%
SMA’s	Yes
Private Funds	0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FISHER INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund301.1m	Total Private Fund GAV301.1m	AUM386.7b	#Funds5
Adviser LUMINA WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM240.2m	#Funds-
Adviser CANNON FINANCIAL STRATEGISTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.7b	#Funds-
Adviser SOUTHBRIDGE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM353.1m	#Funds-
Adviser STONEBRIDGE CAPITAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.5b	#Funds-
Adviser LEGACY PCG, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM139.8m	#Funds-
Adviser CUMBERLAND ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.2b	#Funds-
Adviser PRUNEYARD FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM90.9m	#Funds-
Adviser SUNCOAST EQUITY MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1b	#Funds-
Adviser GRAGG FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM215.4m	#Funds-

Brochure Summary

Overview

Wright Private Asset Management LLC (“WPAM”), established in 2006, is a related adviser and wholly-owned subsidiary of Wright Investors’ Service, Inc. (“Wright”). The Winthrop Corporation (“TWC”) is Wright’s and WPAM’s parent company. TWC is a wholly-owned subsidiary of Khandwala Capital Management, Inc. TWC was organized in 1955 and began providing investment advisory services under the trade name Wright Investors’ Service in 1961. WPAM has a sub-advisory agreement with Wright, which provides that Wright’s Investment Committee directs and oversees all aspects of the investment process supporting the investment services that WPAM offers. Where such services are referenced in this Brochure, they are as provided by Wright to WPAM through the terms of the sub-advisory agreement. As of December 31, 2023, WPAM managed $61,217,028 of regulatory assets under management; $58,208,159 on a discretionary basis and $3,008,869 on a non-discretionary basis. WPAM can tailor its advisory services to the individual needs of its clients

by, among other things, allowing clients to impose reasonable restrictions on investing in certain securities. In connection with providing investment advice, WPAM may sometimes discuss accounting and tax issues with clients. However, WPAM is not engaged in the business of rendering accounting or tax or legal advice. Accordingly, such discussions shall not constitute specific advice to the client in those areas, and WPAM will not be liable for any actions taken by the client because of such discussions. Clients should seek guidance from qualified professionals in those fields. Some clients may receive, at no cost, access to certain research publications that are distributed by WPAM’s affiliates. The publications include a suite of proprietary reports on over 46,000 companies worldwide, and the following publications and services: Wright Perspectives; Monthly Investment Report; Quarterly Investment Report; Approved Wright Investment List (AWIL); WrightFIRST and Corporateinformation.com.

WRIGHT PRIVATE ASSET MANAGEMENT LLC

WRIGHT PRIVATE ASSET MANAGEMENT LLC

CHESWICK WRIGHT WEALTH MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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WRIGHT PRIVATE ASSET MANAGEMENT LLC WRIGHT PRIVATE ASSET MANAGEMENT LLC CHESWICK WRIGHT WEALTH MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

WRIGHT PRIVATE ASSET MANAGEMENT LLC

WRIGHT PRIVATE ASSET MANAGEMENT LLC

CHESWICK WRIGHT WEALTH MANAGEMENT LLC